4 / 5 Stars
4 3 3 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 202 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 6.87 percent over the past year, 1.28 percent over the past three years, and 16.59 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||1.3%|
|5 Years (Annualized)||16.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests at least 40% of its assets in securities of foreign issuers. It intends to invest at least 35% of its assets in equity, convertible or debt securities of issuers that are organized in emerging market countries. The fund invests the remaining assets in equity, convertible or debt securities of companies, regardless of where they are organized, if the adviser determines that a significant portion (generally, 20% or more) of the assets or revenues of each such company is attributable to emerging market countries and sovereign and agency debt of non-emerging market countries.
Fees are Low compared to funds in the same category.
Calamos Evolving World Growth Fund has an expense ratio of 2.39 percent.
Risk is Low compared to funds in the same category according to Morningstar.